Securities and Advisory Services offered through Commonwealth Financial Network(r), Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Summit Wealth Group or CES Insurance Agency.
THIS IS NOT AN OFFICIAL STATEMENT. The information contained herein has been created by your financial advisor, is provided for informational purposes only as a courtesy to you, should not be relied upon for tax purposes, is based upon sources believed to be reliable, and is not intended to replace your custodial statements. Certain assets, identified with an "*" in this report are not held through Commonwealth and may not be covered by SIPC. No guarantee is made to the completeness or accuracy of the information. Please refer to your custodial statements to obtain important disclosure statements pertaining to specific types of assets as well as other information relating to your accounts, including gain/loss information or lot-level cost basis. Commonwealth urges you to compare your account custodian statements with the statements you receive from us or your advisor. If you believe there are material discrepancies between statements, please contact Commonwealth directly at 800.251.0080. Past performance is not indicative of future results. Summit Wealth Group - 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921, 719.633.4033. (case #13989272)